Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.43%
3 year
16.76%
5 year
5.48%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
66 months through Jan. 31, 2026Volatility (ann.)
11.15%
Sharpe
1.45
Sortino
2.98
Max drawdown
-32.27%
Best month
11.89%
Worst month
-8.65%
Beta vs VTIAX
0.92
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.